WisdomTree Equity Income Fund shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 35k | 100.75 |
| 2025-06-30 | $3.3M | 35k | 95.98 |
| 2025-03-31 | $3.4M | 34k | 99.16 |
| 2024-12-31 | $3.2M | 34k | 93.36 |
| 2024-09-30 | $3.2M | 34k | 93.80 |
| 2024-06-30 | $3.0M | 35k | 84.59 |
| 2024-03-31 | $3.0M | 35k | 86.66 |
| 2023-12-31 | $2.9M | 35k | 82.18 |
| 2023-09-30 | $2.9M | 37k | 78.06 |
| 2023-06-30 | $3.0M | 37k | 79.57 |
| 2023-03-31 | $3.1M | 37k | 82.27 |
| 2022-12-31 | $3.2M | 38k | 86.06 |
| 2022-09-30 | $2.9M | 38k | 75.80 |
| 2022-06-30 | $3.1M | 37k | 82.30 |
| 2022-03-31 | $3.3M | 38k | 88.09 |
| 2021-12-31 | $3.1M | 37k | 82.55 |
| 2021-09-30 | $2.9M | 38k | 76.97 |
| 2021-06-30 | $3.1M | 39k | 78.22 |
| 2021-03-31 | $3.1M | 41k | 76.30 |
| 2020-12-31 | $2.9M | 42k | 69.36 |
| 2020-09-30 | $2.6M | 42k | 62.49 |
| 2020-06-30 | $3.1M | 50k | 62.30 |
| 2020-03-31 | $3.3M | 59k | 56.60 |
| 2019-12-31 | $5.1M | 67k | 76.82 |
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